Our client a Wealth Management forms based in Cardiff is looking to bring on-board a proactive and detail-oriented IFA Administrator to join a leading financial planning firm. This role offers a fantastic opportunity to develop your career in financial services administration while contributing to a dynamic, supportive, and client-focused environment. Our client operates a 4-day working week with every Friday off with no reduction in salary Key Responsibilities: Pre-New Business Queries: Manage queries through Hubspot. Letters of Authority: Process and track to completion. Client Preparation: Obtain illustrations and prepare for client meetings. New Business Processing: Handle all product types and fund switches. Post New Business Processing: Track new business to completion with providers. Compliance: Follow AML procedures and ensure all regulatory requirements are met. Servicing Processing: Manage basic updates, withdrawal requests, tax, plan information, and death claims. Database Management: Maintain and manage Intelliflo and task database management. Service Fee Management: Oversee service status and client fees. Portfolio Summaries: Provide client portfolio summaries and valuations. Ongoing Suitability: Maintain suitability records post-client review meetings. Document Management: Ensure secure storage of client documents using Papercloud. Client Portal Management: Assist clients with portal navigation and onboarding. Professional Support: Assist Financial Planners, Paraplanners, and the business in general via administrative tasks, updating cash flows, and drafting suitability letters. What You’ll Bring: Experience: Minimum 1 years in an IFA environment. Knowledge: Broad understanding of financial products and services. Skills: Strong ICT skills (Word, Excel, Outlook) and database management experience. Qualifications: Industry qualifications (e.g., Diploma) desirable but not essential. Benefits of working here: 4-Day Work Week with every Friday off. Annual Leave: 28 days plus 8 statutory bank holidays Christmas Break: A full week off between Christmas & New Year —without using your holiday allowance Company Pension Scheme and Private Medical Insurance. Free On-Site Parking. Summer & Christmas Bonuses (dependent on company profitability and individual performance). 6-Monthly Personal Development Reviews and Quarterly One-to-Ones. Annual Team Away Day every January. Summer Social Event every August. Client Christmas Event & Staff Christmas Party. If you're passionate about financial services administration and eager to thrive in a professional, growth-oriented environment, we’d love to hear from you